Sara
Lyday
Alight Financial Advisors, LLC
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About this Advisor
Sara Lyday is a financial advisor based in Charlotte, North Carolina, working with Alight Financial Advisors, LLC. Sara has previously held positions at Raymond James & Associates, Indiana University, Chase Development Company, Hershey Company, Homeadvisor, 101 Mobility, Extended Travel, and Alight Financial Solutions. Sara has passed the Series 66 regulatory exam and is registered to provide services in Indiana and North Carolina. Currently, Sara is part of Alight Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$32,132,173,090
60
228,318
$140,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sara Lyday Work History
Alight Financial Solutions
Raymond James & Associates
101 Mobility
Homeadvisor
Extended Travel
Hershey Company
Chase Development Company
Indiana University
Disclosures
Please visit the SEC profile of Sara Lyday to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alight Financial Advisors, LLC
Burlington, NC
Hilton Head Island, SC
Austin, TX
Waco, TX
Naples, FL
Charlotte, NC
Lincolnshire, IL
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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